Purchases and Sales Made in Q1 2024 in Goldman Sachs Group Inc (GS)
This table provides information about the institutional ownership of Goldman Sachs Group Inc (GS) during Q1 2024. The information is specifically focused on institutions that hold shares of GOLDMAN SACHS GROUP INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 09, 2024
Q1 2024
|
Montecito Bank & Trust
|
BUY
|
- |
60+ 2.61% |
$22.6K - $25.1K
|
2.36K
$1.41M
|
|
|
Apr 17, 2024
Q1 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
60+ 8.58% |
$22.6K - $25.1K
|
759
$452K
|
|
|
Apr 24, 2024
Q1 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
60+ 7.5% |
$22.6K - $25.1K
|
860
$513K
|
|
|
Apr 25, 2024
Q1 2024
|
First Personal Financial Services
|
BUY
|
- |
60New |
$22.6K - $25.1K
|
60
$35.8K
|
|
|
May 10, 2024
Q1 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
59+ 7.44% |
$22.2K - $24.6K
|
852
$508K
|
|
|
May 15, 2024
Q1 2024
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
59+ 4.37% |
$22.2K - $24.6K
|
1.41K
$840K
|
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
58+ 1.02% |
$21.9K - $24.2K
|
5.75K
$3.43M
|
|
|
Apr 25, 2024
Q1 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
58+ 2.63% |
$21.9K - $24.2K
|
2.26K
$1.35M
|
|
|
May 15, 2024
Q1 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
57+ 6.14% |
$21.5K - $23.8K
|
986
$588K
|
|
|
Apr 15, 2024
Q1 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
56+ 9.35% |
$21.1K - $23.4K
|
655
$390K
|
|
|
May 03, 2024
Q1 2024
|
Candriam S.C.A.
|
BUY
|
- |
55+ 3.11% |
$20.7K - $23K
|
1.83K
$1.09M
|
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
55+ 1.45% |
$20.7K - $23K
|
3.84K
$2.29M
|
|
|
Apr 17, 2024
Q1 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
54+ 9.25% |
$20.4K - $22.6K
|
638
$380K
|
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
BUY
|
- |
54+ 1.71% |
$20.4K - $22.6K
|
3.21K
$1.91M
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
54New |
$20.4K - $22.6K
|
54
$32.2K
|
|
|
May 13, 2024
Q1 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
53+ 0.97% |
$20K - $22.1K
|
5.49K
$3.28M
|
|
|
May 14, 2024
Q1 2024
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
53+ 0.61% |
$20K - $22.1K
|
8.76K
$5.22M
|
|
|
Apr 19, 2024
Q1 2024
|
Arcus Capital Partners, LLC
|
BUY
|
- |
51+ 1.0% |
$19.2K - $21.3K
|
5.13K
$3.06M
|
|
|
May 08, 2024
Q1 2024
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
51+ 4.06% |
$19.2K - $21.3K
|
1.31K
$779K
|
|
|
May 16, 2024
Q1 2024
|
Brown Shipley& CO LTD
London, X0 |
BUY
|
- |
51+ 1.91% |
$19.2K - $21.3K
|
2.73K
$1.63M
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
50+ 4.46% |
$18.8K - $20.9K
|
1.17K
$698K
|
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
BUY
|
- |
50+ 0.46% |
$18.8K - $20.9K
|
11K
$6.58M
|
|
|
May 01, 2024
Q1 2024
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
50New |
$18.8K - $20.9K
|
50
$29.8K
|
|
|
May 08, 2024
Q1 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
50+ 0.2% |
$18.8K - $20.9K
|
25.1K
$15M
|
|
|
May 15, 2024
Q1 2024
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
49+ 0.92% |
$18.5K - $20.5K
|
5.36K
$3.19M
|
|
|
May 15, 2024
Q1 2024
|
Ascent Group, LLC
|
BUY
|
- |
49+ 4.65% |
$18.5K - $20.5K
|
1.1K
$657K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
47+ 2.72% |
$17.7K - $19.6K
|
1.77K
$1.06M
|
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
46+ 6.11% |
$17.3K - $19.2K
|
799
$476K
|
|
|
Apr 30, 2024
Q1 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
46+ 7.85% |
$17.3K - $19.2K
|
632
$377K
|
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
46+ 4.79% |
$17.3K - $19.2K
|
1.01K
$600K
|
|
|
May 14, 2024
Q1 2024
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
46+ 1.7% |
$17.3K - $19.2K
|
2.75K
$1.64M
|
|
|
Apr 15, 2024
Q1 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
45+ 6.72% |
$17K - $18.8K
|
715
$426K
|
|
|
Apr 26, 2024
Q1 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
45New |
$17K - $18.8K
|
45
$26.8K
|
|
|
May 01, 2024
Q1 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
45+ 3.64% |
$17K - $18.8K
|
1.28K
$764K
|
|
|
May 09, 2024
Q1 2024
|
Pettee Investors, Inc.
|
BUY
|
- |
45+ 1.73% |
$17K - $18.8K
|
2.64K
$1.58M
|
|
|
May 02, 2024
Q1 2024
|
Graypoint LLC
|
BUY
|
- |
44+ 0.95% |
$16.6K - $18.4K
|
4.69K
$2.8M
|
|
|
May 07, 2024
Q1 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
44+ 4.77% |
$16.6K - $18.4K
|
967
$576K
|
|
|
Apr 17, 2024
Q1 2024
|
First Bank & Trust
|
BUY
|
- |
43+ 3.94% |
$16.2K - $18K
|
1.13K
$675K
|
|
|
May 14, 2024
Q1 2024
|
Forte Capital LLC
|
BUY
|
- |
43+ 4.92% |
$16.2K - $18K
|
917
$547K
|
|
|
Apr 17, 2024
Q1 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
42+ 0.67% |
$15.8K - $17.5K
|
6.29K
$3.75M
|
|
|
May 13, 2024
Q1 2024
|
Rb Capital Management, LLC
|
BUY
|
- |
42+ 1.08% |
$15.8K - $17.5K
|
3.92K
$2.34M
|
|
|
May 10, 2024
Q1 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
41+ 0.3% |
$15.5K - $17.1K
|
13.5K
$8.06M
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
41+ 683.33% |
$15.5K - $17.1K
|
47
$28K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
40+ 2.45% |
$15.1K - $16.7K
|
1.67K
$998K
|
|
|
Apr 29, 2024
Q1 2024
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
40+ 1.07% |
$15.1K - $16.7K
|
3.78K
$2.26M
|
|
|
May 07, 2024
Q1 2024
|
Abbrea Capital, LLC
|
BUY
|
- |
40+ 2.33% |
$15.1K - $16.7K
|
1.76K
$1.05M
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
40+ 27.4% |
$15.1K - $16.7K
|
186
$111K
|
|
|
May 10, 2024
Q1 2024
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
40+ 0.13% |
$15.1K - $16.7K
|
31.3K
$18.6M
|
|
|
Jun 11, 2024
Q1 2024
|
Cypress Asset Management Inc
Houston, TX |
BUY
|
- |
40+ 0.69% |
$15.1K - $16.7K
|
5.84K
$3.48M
|
|
|
Apr 10, 2024
Q1 2024
|
American National Bank
|
BUY
|
- |
38+ 12.38% |
$14.3K - $15.9K
|
345
$206K
|